PCS
Personal CFO Solutions’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Sell |
3,485
-179
| -5% | -$38.6K | 0.14% | 158 |
|
|
2025
Q1 | $731K | Buy |
3,664
+252
| +7% | +$50.3K | 0.15% | 154 |
|
|
2024
Q4 | $754K | Buy |
3,412
+40
| +1% | +$8.84K | 0.15% | 142 |
|
|
2024
Q3 | $745K | Sell |
3,372
-862
| -20% | -$190K | 0.1% | 193 |
|
|
2024
Q2 | $859K | Sell |
4,234
-95,050
| -96% | -$19.3M | 0.13% | 148 |
|
|
2024
Q1 | $20.9M | Sell |
99,284
-6,194
| -6% | -$1.3M | 3.26% | 2 |
|
|
2023
Q4 | $21.2M | Buy |
105,478
+4,819
| +5% | +$967K | 3.67% | 2 |
|
|
2023
Q3 | $17.8M | Buy |
100,659
+97,482
| +3,068% | +$17.2M | 3.52% | 2 |
|
|
2023
Q2 | $595K | Sell |
3,177
-57
| -2% | -$10.7K | 0.12% | 169 |
|
|
2023
Q1 | $577K | Buy |
3,234
+91
| +3% | +$16.2K | 0.12% | 164 |
|
|
2022
Q4 | $548K | Sell |
3,143
-438
| -12% | -$76.4K | 0.12% | 177 |
|
|
2022
Q3 | $591K | Buy |
3,581
+169
| +5% | +$27.9K | 0.15% | 135 |
|
|
2022
Q2 | $578K | Buy |
3,412
+991
| +41% | +$168K | 0.14% | 131 |
|
|
2022
Q1 | $497K | Sell |
2,421
-482
| -17% | -$98.9K | 0.1% | 201 |
|
|
2021
Q4 | $646K | Sell |
2,903
-100,395
| -97% | -$22.3M | 0.12% | 162 |
|
|
2021
Q3 | $22.6M | Buy |
103,298
+100,672
| +3,834% | +$22M | 4.63% | 2 |
|
|
2021
Q2 | $602K | Sell |
2,626
-197
| -7% | -$45.2K | 0.12% | 161 |
|
|
2021
Q1 | $624K | Buy |
2,823
+203
| +8% | +$44.9K | 0.13% | 140 |
|
|
2020
Q4 | $514K | Sell |
2,620
-86,295
| -97% | -$16.9M | 0.13% | 154 |
|
|
2020
Q3 | $13K | Sell |
88,915
-2,331
| -3% | -$341 | 4.33% | 3 |
|
|
2020
Q2 | $13.1M | Buy |
91,246
+87,767
| +2,523% | +$12.6M | 3.87% | 4 |
|
|
2020
Q1 | $398K | Buy |
3,479
+387
| +13% | +$44.3K | 0.14% | 141 |
|
|
2019
Q4 | $512K | Buy |
3,092
+9
| +0.3% | +$1.49K | 0.15% | 148 |
|
|
2019
Q3 | $467K | Buy |
+3,083
| New | +$467K | 0.19% | 139 |
|